Foreign ownership of US debt rises to an all-time high.
Source: Daniel Lacalle @dlacalle_IA Bloomberg
The United States now produces more oil than Saudi Arabia and Russia combined
This also explains why oil shocks today tend to be shorter-lived than in the past. There is simply more swing capacity in the system, and a lot of it sits in the US... Source: Jack Prandelli @jackprandelli
Institutional investors sold -$9.2 billion in US equities last week, marking the 5th straight week of selling.
They dumped -$8.1 billion in single stocks and $1.1 billion in ETFs, bringing the 4-week average to -$3.5 billion. On the other hand, hedge funds bought for a 5th consecutive week, while retail investors bought for the 2nd straight week. As a result, net selling rose to -$6.3 billion, from -$2.6 billion in the prior week. Source: BofA, Global Markets Investor
Gold is making new highs as a monetary realignment unfolds in real time
One chart says it all china’s Treasury holdings are at 18-year lows, while gold reserves are at all-time highs. Source: Tavi Costa, Bloomberg
Trump says he reached Greenland deal ‘framework’ with NATO, backs off Europe tariffs
President Trump just said: "We have formed the framework of a future deal with respect to Greenland and, in fact, the entire Arctic Region" ... "Based upon this understanding, I will not be imposing the Tariffs that were scheduled to go into effect on February 1st." Dow rallies 750 points. Dollar up. 10-year US Treasury yield down. Silver down. Cryptos up. Source: @realDonaldTrump
Us inflation is now at 1.2% according to truflation
Source: Anthony Pompliano
The EU owns 40% of us debt
Source: Bloomberg
Here are the largest economies around the world over the last couple of decades
Source: Evan, Visual Capitalist
